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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-1996
- Office Locations
- 1
Office Locations
About Fried Asset Management, Inc.
Fried Asset Management is an RIA providing personalized investment management for retail and institutional clients, focused on long-term, tax-aware wealth preservation and growth. The firm uses independent fundamental research to identify undervalued companies with strong management, buybacks, competitive advantages, and durable growth prospects while avoiding complex derivatives. Portfolios are often implemented primarily with ETFs and supported by user-friendly tax reporting.
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Owner & Executives
DAVID RALPH FRIED
Advisor, Chief Compliance Officer, President
- CRD
- #2753945
- Ownership
- Less than 5%
DEBORAH ELLEN FRIED
President, Secretary
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,638,653 | $202,485 |
| Non-Discretionary | $8,876,070 | -- |
| Total | $28,514,723 | $202,485 |
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Separately Managed Accounts
Total SMA Asset: $28,514,723
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,087,171,144 | 42.7% |
| Cash | $4,142,737,858 | 57.3% |
| Total | $7,229,909,002 | 100.0% |